Choose how you want to work on your raise
Prepare the case.
Run the whole raise.
You should be able to move from a question to a useful piece of work without starting over in another tool. Both products keep your company context, funding plan and fundraising records together.
For founders building the case
TRM Prepare
Build a credible funding plan, turn it into a pitch, and organize the evidence and investor conversations behind your raise.
- Cash scenarios, ownership models and a pitch builder
- Evidence, CRM, meetings, diligence and terms comparison
- 20 AI reviews each calendar month
- Connected learning, exports, versions and collaboration
For founders actively running a raise
TRM Raise
Bring company research, competitive context and investor discovery into the same process you use to prepare outreach, answer diligence and record the close.
- Everything in Prepare, with 60 AI reviews each calendar month
- 15 sourced public research reports each calendar month
- Company website research and competitor comparisons
- Investor discovery, campaign drafts and closing records
Explore both products in the editable fictional sample. Checkout is currently closed, and the sample does not save your work or run live AI requests.
Compare what you can do
| Capability | Prepare · $20 | Raise · $50 |
|---|---|---|
| Company plan, cash scenarios and ownership modeling | Included | Included |
| Evidence register, pitch outline and raise-memo export | Included | Included |
| Investor CRM, CSV import/export and meeting records | Included | Included |
| Diligence index, requests and terms comparison | Included | Included |
| Twelve-part learning path and worked cases | Included | Included |
| Version history and collaborator access | Included | Included |
| AI reviews of decks, outreach, questions and terms | 20 / calendar month | 60 / calendar month |
| Sourced company, competitor and investor web research | Not included | 15 reports / calendar month |
| Competitive landscape records | Not included | Included |
| Campaign drafting and closing ledger | Not included | Included |
Keep the free resources useful
Use the calculators, article library, learning lessons and newsletter without buying a membership. Try the fictional workspace to understand the paid workflow before choosing a product.
Use a free tool →Know what the membership covers
Each subscription covers one company workspace. Research reports are snapshots from public sources, not guaranteed investor matches. Messages are drafted for you to review and send; secure files stay with your existing provider. Community events, investor introductions, legal services, native deck analytics and email delivery are not included.
AI reviews accept text or supported PDFs. Research has a separate allowance; unused allowances do not roll over. No funding outcome is guaranteed.
Keep control of your work
When billing is available, subscriptions renew monthly and renewal can be cancelled through the billing portal. Access continues through the paid period, and workspace data remains exportable. The newsletter is a separate free subscription.